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- **Revenue Beat**: Q3 $487.8M (+2% YoY) vs. expectations, driven by Coolers & Equipment (+12%) and intl growth (+14%).
- **Gross Margin Pressure**: 55.9% (vs. 58.2% YoY) due to tariffs, but FY25 guide of 56.5-57% shows stabilization.
- **AI & Innovation Lead**: 30+ new products launched, including Silo Jug and Shaker Bottle. Vietnam R&D center to expand bags/soft coolers R&D.
- **Intl Expansion Acceleration**: Europe, Japan, and Asia-Pacific driving 15-20% annual growth. Q4 intl acceleration to meet FY25 target.
- **Share Buybacks**: $173M YTD, targeting $300M FY25 (14% of shares outstanding).

**【CEO Summary Section】**
- **Revenue Growth**: Q3 revenue of $487.8M (+2% YoY), driven by double-digit growth in Coolers & Equipment (+12%) and international markets (+14%).
- **Product Innovation**: 30+ new products launched in 2025, including Silo Jug, Shaker Bottle, and GoBox 1. New Vietnam innovation center to expand bags/soft coolers R&D.
- **International Expansion**: Europe (+ strong U.K. growth), Japan (270+ doors opened), and Asia (upcoming launches in Malaysia, Singapore, Philippines). Global go-to-market strategy yielding 15-20% annual intl growth.
- **AI Strategy**: Ranger AI shopping assistant, Gen AI photo-to-line-art tool, and tariff mitigation via multi-country sourcing (≤5% COGS exposed to China tariffs by end-2025).

**【CFO Financial Commentary】**
- **Top Line**: FY25 sales guidance updated to +1-2% vs. prior flat-2% range. Q3 adj. EPS $0.61 (-14% YoY) due to $0.14 tariff impact.
- **Gross Margin**: 55.9% (vs. 58.2% YoY), pressured by 320bps tariffs and Drinkware mix. FY25 gross margin expected 56.5-57%.
- **Operating Expenses**: +3% to $205.9M, driven by product dev and tech investments. FY25 OpEx growth 2-4%.
- **Free Cash Flow**: Guided to $200M vs. prior $150-200M range, supported by $173M share buybacks YTD.

**【Q&A Highlights】**
- **Tariff Impact**: FY25 $40M tariff headwind. 2026+ relief potential from China tariff reduction, but focus on diversified supply chain.
- **International Growth**: Q4 intl acceleration to meet 15-20% FY25 target. Japan, Europe, and Asia-Pacific key drivers.
- **Drinkware Recovery**: Q4 return to growth via innovation (Shaker Bottle, Silo Jug) and intl expansion. U.S. sell-through up 20%+ despite cautious wholesale sell-in.
- **AI Contribution**: Ranger AI boosted Q3 adj. share of voice #1 on major AI platforms. Marginal accretion expected in 2026.


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